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Research from the NIRS found millions of low- to moderate-income individuals have been unable to use the credit because they lack access to a qualified retirement plan.

Lively’s integration with TD Ameritrade offers account holders access to an open-architecture set of investment options.

The relief applies to PBGC premiums, single-employer plan terminations, reportable event notices, annual employer reporting, requests for reconsideration or appeals and multiemployer plan deadlines.

Although 58% of Millennials surveyed said they are saving enough for retirement, 46% say they have significant debt, and 53% say they will “never be comfortable investing in...

Cerulli’s research shows more than half of advisers create customized investment portfolios on a client-by-client basis, while 42% start with investment models and alter on a client-by-client basis.

A recent survey found that across generations, investors are almost equally concerned that their returns won’t secure adequate retirement savings.

An excessive fee lawsuit has been filed against fiduciaries of the Novitex Enterprise Solutions Retirement Savings Plan, a 401(k) plan which had more than $157 million in assets...

The tool leverages a 401(k) database to hone in on the often complex fee structure associated with retirement plans.

Baby Boomers are adopting better financial habits, but Millennials may be overconfident in theirs, a study by Allianz finds.

Thirty-six percent of business owners who currently do not offer a retirement plan say expected revenue increases in the next year or two will prompt them to offer...

A federal district court ruled the plaintiffs did not meet all the pleading standards set forth by the U.S. Supreme Court.

Data suggests that Millennials will make up 75% of the workforce by the year 2025.

The uncertainty over the fiduciary rule and increased participant litigation are prompting sponsors to move to lower-cost investment options.

In a series of articles, PLANSPONSOR is profiling industry groups that work for retirement and health plan sponsors to protect them from onerous burdens and help them with...

The latest study from the Segal Group includes plan sponsors’ picks for the top five cost-management strategies.

Children’s education is the second most common reason parents tap retirement savings, a survey found.

FS Investments expands real estate investment efforts; Franklin Templeton hired ETF portfolio VP; DWC - The 401(k) Experts to merge with Hawkins Retirement; and more.

A federal court judge basically found many of the allegations stated normal business practices and the plaintiff did not offer enough arguments to support her claims.

The EEOC's district director in Chicago, says, "Our investigation revealed Mr. Rascher was fully cleared to return to work, but that S&C insisted he 'retire' instead."

In the absence of the determination letter program, the law firm is helping plan sponsors of tax-qualified plans remain compliant with IRS plan document requirements.